Overview
When financial planning figures are captured, review and confirm them so they become available to all parties within the enterprise.
To release budget figures, confirm all relevant budget reports.
As a result of the process, the budgets are released.
Release budgets flowchart
Paths
Path | Budgeting and planning → Budget process → My budget tasks |
|---|---|
| In-app link EN code |
e1cib/list/Task.BudgetTask
|
| In-app link RU code |
e1cib/list/Задача.БюджетнаяЗадача
|
How to find and review budget tasks
1. Go to Budgeting and planning and click My budget tasks under Budget process. 2. Find the Budget task related to the budgeting process step and open it. 3. In the Budget task document, click the Additional information tab. 4. Review the time requirements in the Due date field. 5. Review the task details in the Instructions field and make sure you understand them. 6. Review the start date and time in the Start field. 7. Review the Main task and Process stage - base document fields. 8. Click the hyperlink in the middle of the form and review the input settings. 9. Click the Task action tab. 10. Click Enter plan to drill down to the entry form to fill in or the reference document. Note Hyperlinks in steps 8 and 10 appear if Plan entry is selected in the Action field.
Paths
Path | Budgeting and planning → Budgets → Budget entry forms |
|---|---|
| In-app link EN code |
e1cib/list/Document.BudgetEntryForm
|
| In-app link RU code |
e1cib/list/Документ.ЭкземплярБюджета
|
How to release budgets
1. Go to Budgeting and planning and click Budget entry forms under Budgets.
2. Find and select budgets to be released.
3. Click Set status → Confirmed.
The system will automatically set the Confirmed status for the documents.
How to complete budget tasks
1. Go to Budgeting and planning and click My budget tasks under Budget process. 2. Find the Budget task related to the process step and open it. 3. Enter the date of completion in the Completed field. 4. Click Complete and close.